Capital Investment Advisors, LLC Purchases in Q2 2025

Capital Investment Advisors, LLC

  • $5.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WHR
Whirlpool Corp

Consumer Cyclical
3.08K
New
$75.71 - $101.42 $233K - $312K
3.08K $312K
FNDA
Schwab Fundamental U S Small C

ETFs
10.9K
New
$23.85 - $28.69 $260K - $313K
10.9K $312K
VVR
Invesco Senior Income Trust

Financial Services
82K
New
$3.31 - $3.8 $271K - $311K
82K $311K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
29K
New
$10.22 - $10.93 $296K - $317K
29K $308K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.31K
New
$108.87 - $133.04 $252K - $308K
2.31K $307K
STX
Seagate Technology Holdings PLC

Technology
2.12K
New
$66.54 - $144.33 $141K - $306K
2.12K $305K
DTM
Dt Midstream, Inc.

Energy
2.78K
New
$87.23 - $109.91 $242K - $306K
2.78K $305K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
10.2K
New
$24.53 - $29.78 $251K - $304K
10.2K $304K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
34.8K
New
$8.43 - $8.77 $293K - $305K
34.8K $302K
ELV
Elevance Health, Inc.

Healthcare
776
New
$372.27 - $452.69 $289K - $351K
776 $301K
NI
Nisource Inc.

Utilities
7.44K
New
$37.11 - $40.64 $276K - $302K
7.44K $300K
PSLV
Sprott Physical Silver Trust

Financial Services
24.4K
New
$9.98 - $12.51 $243K - $305K
24.4K $298K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.6K
New
$79.56 - $82.92 $287K - $299K
3.6K $298K
SAIA
Saia Inc

Industrials
1.08K
New
$236.65 - $374.8 $255K - $403K
1.08K $294K
ILCV
Ishares Morningstar Value ETF

ETFs
3.53K
New
$72.16 - $83.39 $255K - $295K
3.53K $294K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
14.7K
New
$19.44 - $19.88 $286K - $293K
14.7K $292K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
6.53K
New
$41.37 - $53.28 $270K - $348K
6.53K $291K
IEMG
Ishares Inc

ETFs
5.43K
New
N/A
5.43K $291K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.43K
New
$60.61 - $87.72 $208K - $301K
3.43K $290K
BSCV
Invesco ETF Self Indexed Fd Tr
17.5K
New
$15.97 - $16.53 $280K - $289K
17.5K $289K
BIB
Proshares Trust Proshares Ul

ETFs
6.3K
New
$36.99 - $47.99 $233K - $302K
6.3K $288K
FIS
Fidelity National Information Services, Inc.

Technology
3.52K
New
$68.14 - $82.13 $240K - $289K
3.52K $286K
IQI
Invesco Quality Municipal Income Trust

Financial Services
30.5K
New
$9.09 - $9.79 $277K - $299K
30.5K $286K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.42K
New
$71.28 - $83.74 $243K - $286K
3.42K $286K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.86K
New
$83.54 - $100.04 $239K - $286K
2.86K $284K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.4K
New
$24.14 - $25.43 $275K - $290K
11.4K $282K
HYD
Vaneck High Yield Muni ETF

ETFs
5.56K
New
$49.08 - $51.35 $273K - $286K
5.56K $279K
ADI
Analog Devices Inc

Technology
1.17K
New
$164.6 - $238.02 $193K - $279K
1.17K $278K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.07K
New
$104.23 - $134.39 $216K - $278K
2.07K $278K
CMS
Cms Energy Corp

Utilities
4.02K
New
$68.57 - $75.51 $275K - $303K
4.02K $278K
RGLD
Royal Gold Inc

Basic Materials
1.56K
New
$155.48 - $186.71 $243K - $292K
1.56K $277K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.2K
New
$21.85 - $22.76 $266K - $277K
12.2K $277K
SCHV
Schwab Strategic Tr Us Large C

ETFs
10K
New
$23.55 - $27.67 $236K - $277K
10K $277K
EXC
Exelon Corp

Utilities
6.34K
New
$42.2 - $47.37 $267K - $300K
6.34K $275K
BIIB
Biogen Inc.

Healthcare
2.16K
New
$113.38 - $135.49 $245K - $293K
2.16K $271K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.27K
New
$144.94 - $210.94 $184K - $268K
1.27K $268K
NRG
Nrg Energy, Inc.

Utilities
1.67K
New
$83.61 - $162.67 $139K - $271K
1.67K $267K
EWJ
Ishares Msci Japan ETF

ETFs
3.57K
New
$61.32 - $75.28 $219K - $269K
3.57K $267K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.63K
New
$39.43 - $49.34 $222K - $278K
5.63K $266K
TRN
Trinity Industries Inc

Industrials
9.56K
New
$24.11 - $28.86 $230K - $276K
9.56K $258K
BDX
Becton Dickinson & CO

Healthcare
1.5K
New
$165.15 - $226.42 $248K - $340K
1.5K $258K
TMUS
T Mobile Us, Inc.

Communication Services
1.08K
New
$220.99 - $268.54 $239K - $291K
1.08K $258K
PCH
Potlatchdeltic Corp

Real Estate
6.72K
New
$37.16 - $44.86 $250K - $301K
6.72K $257K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
894
New
$224.16 - $285.86 $200K - $256K
894 $255K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
20.7K
New
N/A
20.7K $254K
OVV
Ovintiv Inc.

Energy
6.69K
New
$31.18 - $44.14 $209K - $295K
6.69K $254K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
20.6K
New
$10.6 - $12.44 $218K - $256K
20.6K $254K
VPU
Vanguard Utilities ETF

ETFs
1.43K
New
$158.36 - $178.82 $227K - $256K
1.43K $252K
HWKN
Hawkins Inc

Basic Materials
1.77K
New
$103.32 - $143.95 $183K - $255K
1.77K $251K
Activity Summary
Buys All Purchases 701 New Holdings 701 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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